401(k) · DOL Form 5500 · 2022

Successful Families Iowa, Inc. 401(k) Plan

Data updated 2026-08-25

$52K
Total assets Small plan by assets
5
Participants Small participant base
4th
Percentile by assets National rank
$10,315
Avg per participant Low balance/head
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Official DOL plan name: Successful Families Iowa, Inc. 401(k) Profit Sharing Plan · Sponsored by Successful Families Iowa, Inc. · Iowa · Healthcare & Social Assistance

$52K in assets, 5 participants

Successful Families Iowa, Inc.'s Successful Families Iowa, Inc. 401(k) Profit Sharing Plan reported $52K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 4th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #481 in Healthcare & Social Assistance (20,060 peers)

Successful Families Iowa, Inc. multi-year trail

Successful Families Iowa, Inc.'s plans moved -89.1% in assets from 2022 to 2024; this filing shows Successful Families Iowa, Inc. 401(k) Profit Sharing Plan at $52K / 5 participants.

#481
in Healthcare & Social Assistance (20,060 peers)
+23.7%
assets growth YoY

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$51,574 4th percentile higher than 4% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Successful Families Iowa, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 814964047 · Successful Families Iowa, Inc. PY 2022 · 401(k)

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan · $52K · 5 · 4th

  • IND $52K
  • IND 5
  • IND 4th
  • IND 401(k)
  • IND near Jam Performance, Inc. 401(k) Plan
  • IND ind #481

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Successful Families Iowa, Inc. 401(k) Profit Sharing PlanSuccessful Families Iowa, In…$52KJam Performance, Inc. 401(k) PlanJam Performance, Inc. 401(k)…$52KConcordia Enterprises Inc. 401(k) PlanConcordia Enterprises Inc. 4…$52KSunland Tax, Inc. Retirement PlanSunland Tax, Inc. Retirement…$52KLas Mercedes 401(k) Plan$52K
End-of-year total assets ($M) among Successful Families Iowa, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Successful Families Iowa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Successful Families Iowa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6K 89.09528056772793% vs 2022
2024 filing year
$0M$0.02M$0.04M$0.06M 202220232024 $0.05M $0.01M ▼ -80.0%
Year Plans Participants Total Assets
2022 1 5 $52K
2023 1 4 $9K
2024 1 2 $6K

Successful Families Iowa, Inc. filing trail (2022)

Total Assets (Beginning of Year)$42K
Net Assets (End of Year)$52K
Net Income$10K
Employer EIN814964047
Plan Effective Date2017-01-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Successful Families Iowa, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000051574 · Participants: 5Successful Families Iowa, Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Successful Families Iowa, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Successful Families Iowa, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Successful Families Iowa, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Jam Performance, Inc. 401(k) Plan in FL ($52K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Successful Families Iowa, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Successful Families Iowa, Inc. 401(k) Profit Sharing Plan grew sharply - up 23.7% during 2022, from $42K to $52K. Reported net income was $10K.
How have Successful Families Iowa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Successful Families Iowa, Inc.'s sponsor-wide assets declined 89.1%, from $52K to $6K.
Where does Successful Families Iowa, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Successful Families Iowa, Inc. 401(k) Profit Sharing Plan ranks in the 4th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Successful Families Iowa, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jam Performance, Inc. 401(k) Plan in FL ($52K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Successful Families Iowa, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814964047.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.